Filing Research | MAT - MATTEL INC Institutional Holdings

Snapshot holdings

50 / 80 loaded

#		Instrument	quantity
1	Pine Valley Investments Ltd Liability Co	Shares	725.2KSH	$10.1M
2	Police & Firemen's Retirement System of New Jersey	Shares	128.1KSH	$1.8M
3	UHLMANN PRICE SECURITIES, LLC	Shares	106.8KSH	$1.5M
4	Robeco Institutional Asset Management B.V.	Shares	101.0KSH	$1.4M
5	Louisiana State Employees Retirement System	Shares	85.0KSH	$1.2M
6	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	84.7KSH	$1.2M
7	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	69.6KSH	$965.6K
8	Oak Thistle LLC	Shares	64.8KSH	$899.5K
9	Prospera Financial Services Inc	Shares	47.1KSH	$654.1K
10	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	30.2KSH	$419.6K
11	AlphaCentric Advisors LLC	Shares	30.0KSH	$416.4K
12	Envestnet Portfolio Solutions, Inc.	Shares	25.5KSH	$353.7K
13	Composition Wealth, LLC	Shares	22.3KSH	$309.5K
14	Crossmark Global Holdings, Inc.	Shares	22.3KSH	$308.9K
15	SECURIAN ASSET MANAGEMENT, INC	Shares	21.4KSH	$306.4K
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	20.6KSH	$274.7K
17	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	18.8KSH	$260.3K
18	Westmount Partners, LLC	Shares	13.6KSH	$189.3K
19	Fifth Third Wealth Advisors LLC	Shares	11.9KSH	$165.0K
20	Morningstar Investment Management LLC	Shares	10.6KSH	$154.7K
21	Investors Research Corp	Shares	9.5KSH	$131.9K
22	Blue Trust, Inc.	Shares	5.8KSH	$80.7K
23	GAMMA Investing LLC	Shares	3.0KSH	$41.8K
24	IFP Advisors, Inc	Shares	1.5KSH	$20.8K
25	Versant Capital Management, Inc	Shares	1.4KSH	$19.7K
26	Bogart Wealth, LLC	Shares	1.1KSH	$15.3K
27	Farther Finance Advisors, LLC	Shares	1.0KSH	$14.0K
28	FIRST HORIZON CORP	Shares	1.0KSH	$13.9K
29	SIGNATUREFD, LLC	Shares	791SH	$11.0K
30	SBI Securities Co., Ltd.	Shares	747SH	$10.4K
31	ST GERMAIN D J CO INC	Shares	696SH	$9.7K
32	CoreCap Advisors, LLC	Shares	680SH	$9.4K
33	EverSource Wealth Advisors, LLC	Shares	540SH	$7.5K
34	SJS Investment Consulting Inc.	Shares	519SH	$7.2K
35	Ares Financial Consulting, LLC	Shares	389SH	$5.4K
36	Aventura Private Wealth, LLC	Shares	295SH	$4.1K
37	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	284.9KSH	$4.0K
38	FARMERS & MERCHANTS INVESTMENTS INC	Shares	265SH	$3.7K
39	WEST PACES ADVISORS INC.	Shares	235SH	$3.3K
40	BFSG, LLC	Shares	207SH	$2.9K
41	Golden State Wealth Management, LLC	Shares	200SH	$2.8K
42	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	200SH	$2.7K
43	Kennebec Savings Bank	Shares	197SH	$2.7K
44	LRI Investments, LLC	Shares	158SH	$2.2K
45	Fortitude Family Office, LLC	Shares	153SH	$2.1K
46	HARBOR INVESTMENT ADVISORY, LLC	Shares	152SH	$2.1K
47	BROADWATER CAPITAL MANAGEMENT LLC	Shares	150SH	$2.1K
48	AMALGAMATED BANK	Shares	128.5KSH	$1.8K
49	JFS WEALTH ADVISORS, LLC	Shares	128SH	$1.8K
50	ELEVATION WEALTH PARTNERS, LLC	Shares	107SH	$1.5K

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Manager changes2026-06-30 vs 2026-03-31

50 / 86 loaded

#		Instrument
1	Pine Valley Investments Ltd Liability Co new	Shares	+725.2K	+$10.1M	$10.1M
2	Oak Thistle LLC new	Shares	+64.8K	+$899.5K	$899.5K
3	Prospera Financial Services Inc new	Shares	+47.1K	+$654.1K	$654.1K
4	AlphaCentric Advisors LLC new	Shares	+30.0K	+$416.4K	$416.4K
5	UHLMANN PRICE SECURITIES, LLC added	Shares	+10.7K	+$89.9K	$1.5M
6	Blue Trust, Inc. added	Shares	+3.5K	+$46.7K	$80.7K
7	THOMPSON INVESTMENT MANAGEMENT, INC. added	Shares	+2.0K	+$9.4K	$419.6K
8	SBI Securities Co., Ltd. added	Shares	+280	+$3.6K	$10.4K
9	WEST PACES ADVISORS INC. new	Shares	+235	+$3.3K	$3.3K
10	SIGNATUREFD, LLC added	Shares	+140	+$1.5K	$11.0K
11	Creative Capital Management Investments LLC new	Shares	+104	+$1.4K	$1.4K
12	Mountain Hill Investment Partners Corp. added	Shares	+50	+$661	$1.4K
13	FINANCIAL CONSULATE, INC added	Shares	+35	+$461	$1.0K
14	LRI Investments, LLC added	Shares	+18	+$159	$2.2K
15	Hughes Financial Services, LLC added	Shares	+9	+$124	$139
16	Valued Wealth Advisors LLC added	Shares	+3	+$37	$139
17	JFS WEALTH ADVISORS, LLC added	Shares	+7	+$18	$1.8K
18	Activest Wealth Management new	Shares	0	$0	$0
19	Capital Advisors, Ltd. LLC exited	Shares	-14	$0	$0
20	Morningstar Investment Management LLC unchanged	Shares	0	$0	$154.7K
21	City State Bank unchanged	Shares	0	-$1	$28
22	Tradewinds Capital Management, LLC unchanged	Shares	0	-$1	$14
23	AdvisorNet Financial, Inc unchanged	Shares	0	-$2	$42
24	WOLFF WIESE MAGANA LLC unchanged	Shares	0	-$3	$56
25	Triumph Capital Management unchanged	Shares	0	-$10	$208
26	Physician Wealth Advisors, Inc. unchanged	Shares	0	-$23	$486
27	HOERTKORN RICHARD CHARLES unchanged	Shares	0	-$25	$527
28	CX Institutional trimmed	Shares	-2.1K	-$31	$20
29	HHM Wealth Advisors, LLC unchanged	Shares	0	-$33	$694
30	IFP Advisors, Inc added	Shares	+63	-$57	$20.8K
31	Center for Financial Planning, Inc. unchanged	Shares	0	-$63	$1.3K
32	EASTERN BANK unchanged	Shares	0	-$65	$1.4K
33	Financial Perspectives, Inc unchanged	Shares	0	-$65	$1.4K
34	High Note Wealth, LLC unchanged	Shares	0	-$65	$1.4K
35	TOMPKINS FINANCIAL CORP unchanged	Shares	0	-$65	$1.4K
36	Handelsbanken Fonder AB unchanged	Shares	0	-$66	$1.4K
37	LANARK FINANCIAL, INC. unchanged	Shares	0	-$67	$1.4K
38	Fortitude Family Office, LLC added	Shares	+2	-$70	$2.1K
39	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	-$99	$2.1K
40	Quaker Wealth Management, LLC trimmed	Shares	-8	-$118	$28
41	DiNuzzo Private Wealth, Inc. trimmed	Shares	-7	-$126	$514
42	Kennebec Savings Bank unchanged	Shares	0	-$128	$2.7K
43	Golden State Wealth Management, LLC unchanged	Shares	0	-$130	$2.8K
44	BFSG, LLC unchanged	Shares	0	-$134	$2.9K
45	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	-$164	$2.7K
46	State of Alaska, Department of Revenue trimmed	Shares	-8.6K	-$175	$1.1K
47	Cromwell Holdings LLC trimmed	Shares	-14	-$225	$472
48	Ares Financial Consulting, LLC unchanged	Shares	0	-$265	$5.4K
49	AMALGAMATED BANK trimmed	Shares	-16.5K	-$324	$1.8K
50	FARMERS & MERCHANTS INVESTMENTS INC trimmed	Shares	-15	-$390	$3.7K

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